POM Investment Strategies, LLC
Top Portfolio Positions
277 positions ·
$12,308,170 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,523 | $1,655,472 | 13.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,088 | $1,202,526 | 9.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,836 | $682,533 | 5.55% | |
| IBM |
International Business Machines Corp
Technology
|
1,929 | $467,570 | 3.80% | |
| NVDA |
Nvidia Corp
Technology
|
2,434 | $424,489 | 3.45% | |
| CVX |
Chevron Corp
Energy
|
1,724 | $356,695 | 2.90% | |
| VZ |
Verizon Communications Inc
Communication Services
|
7,014 | $352,102 | 2.86% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
6,821 | $332,523 | 2.70% | |
| DUK |
Duke Energy CORP
Utilities
|
2,523 | $330,361 | 2.68% | |
| CAT |
Caterpillar Inc
Industrials
|
403 | $285,509 | 2.32% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MGYR
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,395 | 428 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,391 | 428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,134 | 428 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,949 | 428 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,248 | 428 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,272 | 428 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,810 | 428 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,759 | 428 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,806 | 428 | Shares | Other | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||